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PEREA CAPITAL

HOUSTON, TX · CRD 171657 · IAPD ↗ · pereacapital.com · 1-832-339-7449

$164.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
July 2026 — PEREA CAPITAL (HOUSTON, TX) is newly SEC-registered with $164.2M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.